Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| H&R BLOCK INC | 316,261.59 | reported | 05 Nov 2025 | tx 26+250,499.45 |
| FIRST ALBANY COMPANIES INC | 119,048 | reported | 24 May 2012 | tx 22+501,811 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Nov 2025 | GRANT_AWARD | H&R BLOCK INC | 3,927 | 0.00 USD | |
| 06 Nov 2024 | GRANT_AWARD | H&R BLOCK INC | 6,460 | 0.00 USD | |
| 03 Nov 2023 | GRANT_AWARD | H&R BLOCK INC | 9,318 | 0.00 USD | |
| 11 May 2023 | PURCHASE | H&R BLOCK INC | 500 | 32.13 USD | |
| 04 Nov 2022 | GRANT_AWARD | H&R BLOCK INC | 9,603 | 0.00 USD | |
| 03 Nov 2022 | PURCHASE | H&R BLOCK INC | 500 | 37.89 USD | |
| 04 Nov 2021 | PURCHASE | H&R BLOCK INC | 5,000 | 25.14 USD | first after silence |
| 09 Sept 2021 | GRANT_AWARD | H&R BLOCK INC | 15,830 | 0.00 USD | |
| 10 Sept 2020 | GRANT_AWARD | H&R BLOCK INC | 23,456 | 0.00 USD | |
| 03 Sept 2020 | PURCHASE | H&R BLOCK INC | 12,000 | 15.17 USD | first after silence |
| 12 Sept 2019 | GRANT_AWARD | H&R BLOCK INC | 14,416 | 0.00 USD | |
| 13 Sept 2018 | GRANT_AWARD | H&R BLOCK INC | 13,371 | 0.00 USD | |
| 22 Jun 2018 | PURCHASE | H&R BLOCK INC | 1,000 | 23.18 USD | first after silence |
| 14 Sept 2017 | GRANT_AWARD | H&R BLOCK INC | 13,323 | 0.00 USD | |
| 08 Sept 2016 | GRANT_AWARD | H&R BLOCK INC | 15,149 | 0.00 USD | |
| 16 Jun 2016 | PURCHASE | H&R BLOCK INC | 2,000 | 23.33 USD | first after silence |
| 10 Sept 2015 | GRANT_AWARD | H&R BLOCK INC | 9,886 | 34.90 USD | |
| 11 Sept 2014 | GRANT_AWARD | H&R BLOCK INC | 10,186 | 32.46 USD | |
| 12 Sept 2013 | GRANT_AWARD | H&R BLOCK INC | 12,222 | 27.05 USD | |
| 13 Sept 2012 | GRANT_AWARD | H&R BLOCK INC | 14,880.05 | 16.47 USD | |
| 24 May 2012 | GRANT_AWARD | FIRST ALBANY COMPANIES INC | 119,048 | 0.00 USD | deriv |
| 03 Oct 2011 | GRANT_AWARD | H&R BLOCK INC | 23,720.75 | 13.49 USD | |
| 16 Sept 2011 | PURCHASE | H&R BLOCK INC | 5,000 | 14.18 USD | first after silence |
| 04 Aug 2011 | GRANT_AWARD | FIRST ALBANY COMPANIES INC | 59,524 | 0.00 USD | deriv |
| 19 May 2011 | GRANT_AWARD | FIRST ALBANY COMPANIES INC | 110,619 | 0.00 USD | deriv |
5 purchases reported after at least 12 months of silence — most recent on 04 Nov 2021.